Defined Benefit (Pension) · DOL Form 5500 · 2024
Stoel Rives LLP Pension Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 192
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $214,356
- Avg per participant Above avg balance/head
Official DOL plan name: Stoel Rives LLP Cash Balance Plan · Sponsored by Stoel Rives LLP · Oregon · Professional & Technical Services
$41M in assets, 192 participants
Stoel Rives LLP's Stoel Rives LLP Cash Balance Plan reported $41M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #16,605 in Professional & Technical Services (20,173 peers)
Coverage in Oregon
Stoel Rives LLP Cash Balance Plan covers 192 participants in Oregon, about 43% of the average Oregon filer (state average ~443 per filing). Assets: $41M.
- #16,605
- in Professional & Technical Services (20,173 peers)
- +20.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Stoel Rives LLP Cash Balance Plan's outsized position by total assets
Stoel Rives LLP Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,156,399 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stoel Rives LLP Cash Balance Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stoel Rives LLP Cash Balance Plan sits mid-pack in the medium band (192 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stoel Rives LLP Cash Balance Plan reported net income rose from -$2M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Stoel Rives LLP Cash Balance Plan end-of-year assets rose from $34M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Stoel Rives LLP Cash Balance Plan reported participants fell from 202 in the plan year 2023 filing to 192 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930408771 · Stoel Rives LLP PY 2024 · Defined Benefit (Pension)
Stoel Rives LLP Cash Balance Plan · $41M · 192 · 82nd
- ASSETS $41M
- PCT 192
- EIN 82nd
- RANK Defined Benefit (Pension)
- PHOTO near Major League Baseball Pension Plan for Non-Uniformed Personnel
- IND ind #16605
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Oregon →
Stoel Rives LLP Cash Balance Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $7M |
| Employer EIN | 930408771 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stoel Rives LLP)
Sponsor-wide plan assets over time
All Stoel Rives LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $602M 11.055815195225788% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 947 | $542M |
| 2023 | 2 | 884 | $571M |
| 2024 | 2 | 846 | $602M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northwest Sheet Metal Workers Pension Plan $1.7B · 4,783
- Xpo Pension Plan $1.5B · 4,421
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.3B · 3,464
- Precision Castparts Corp. Retirement Plan $1.2B · 1,890
- Oregon Retail Employees Pension Plan $1.2B · 21,971
Stoel Rives LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in CA ($41M); by covered participants it is Horne Brothers Construction, Inc. Cash Balance Pension Plan in NC (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Major League Baseball Pension Plan for Non-Uniformed Personnel (CA) $41M · 110
- Gerdau Ameristeel US Pension Plan for Union Employees (FL) $41M · 43
- Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan (MA) $41M · 135
- The Retirement Plan of the North Country Savings Bank (NY) $41M · 56
Similar participant headcount
Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.
- Horne Brothers Construction, Inc. Cash Balance Pension Plan (NC) 192 · 0 off
- Local 464a Finast Full Time Employees Pension Plan (NJ) 192 · 0 off
- American & Efird Employees' Pension Plan (NC) 192 · 0 off
- Gerdau Macsteel Pension Plan (FL) 192 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.